Edward Jones - Financial Advisor Katie Helmstadter

Edward Jones - Financial Advisor Katie Helmstadter Combining our financial and investment knowledge and experience with your goals and dreams.

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very v...
06/01/2026

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very valuable for you and your family.

Work with your attorney to make sure you have the appropriate plan that will help protect your legacy.

Learn more: https://bit.ly/4u82VI0

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

Fraud is on the rise, with Americans losing $125 billion in 2024 alone — a 25% jump from the prior year. Investment scam...
05/22/2026

Fraud is on the rise, with Americans losing $125 billion in 2024 alone — a 25% jump from the prior year. Investment scams alone cost people $5.7 billion. Scammers are getting more sophisticated; learn what to look for.

6 signs you could be a victim of financial fraudwww.edwardjones.com/us-en

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employe...
05/20/2026

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employees save for retirement, while lowering taxes.

Let's create a strategy customized to the needs of you, your business and employees.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

High-interest debt can slow your progress toward your financial goals, but it doesn’t have to. As a financial advisor, I...
05/18/2026

High-interest debt can slow your progress toward your financial goals, but it doesn’t have to. As a financial advisor, I help clients take control with a clear strategy aligned to their unique goals and needs. Ready to get started? Let’s chat.

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
05/15/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

Before you invest, understand Bitcoin’s volatility and risks. Our latest article breaks it down.
05/13/2026

Before you invest, understand Bitcoin’s volatility and risks. Our latest article breaks it down.

Bitcoin: Hype or smart investment?www.edwardjones.com/us-en

Geopolitical headlines can create short‑term uncertainty, but your financial strategy should be built for the long haul....
05/11/2026

Geopolitical headlines can create short‑term uncertainty, but your financial strategy should be built for the long haul.

If you’d like to review your plan and help ensure it’s built to weather the unexpected, I’m here to help.

For more market insights, click here: https://bit.ly/4eGGK7S

Today, we celebrate the incredible women who inspire us throughout our lives. Whether you’re a mom, a grandmother or a m...
05/10/2026

Today, we celebrate the incredible women who inspire us throughout our lives. Whether you’re a mom, a grandmother or a mother figure, thank you for your comfort, guidance and unwavering love.

A life's work is built one note at a time. That's how we carefully craft your financial strategy, so it's in-tune with w...
05/08/2026

A life's work is built one note at a time. That's how we carefully craft your financial strategy, so it's in-tune with what matters most to you. That's why Edward Jones is proud to sponsor Alan Jackson's "Last Call: One More for the Road — The Finale" concert this summer.

Address

109b S Center Avenue
Merrill, WI
54454

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+17156237584

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